|
⚲
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| TCWP LLC
✚
|
|
|---|---|
| CRD # | 305145 |
| SEC # | 801-117226 |
| CIK # | 0001907375 |
| AUM | $690.9 MM (2023-03-28) |
| Employees | 12 (100% Investors, 0% Brokers) |
| Phone | 813-553-3784 |
| Address | 180 Fountain Parkway N St Petersburg, FL 33716 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 10.3 | |
| MSFT | 1,918,222.4 | 6.3 | |
| NEU | 3,067.1 | 5.3 | |
| CHKP | 15,591.4 | 5.2 | |
| RNR | 6,896.6 | 5.2 | |
| POST | 4,953.1 | 5.1 | |
| SANM | 2,531.1 | 5.1 | |
| GOLF | 2,990.1 | 5.0 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 411 | 219.3 |
| (b) Individuals (high net worth individuals) | 191 | 461.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 0.6 |
| (g) Pension and profit sharing plans | 0 | 0.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 9.0 |
| Total | 2,346 | 690.9 |
| By Discretionary | ||
| Discretionary | 2,213 | 668.4 |
| Non-Discretionary | 133 | 22.5 |
| Total | 2,346 | 690.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 690.9 | |
| Total | 2,346 | 690.9 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001907375] |
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|---|---|---|
|
Darrell & King LLC
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|
VA | 0.7 |
|
Ellis Investment Partners LLC
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|
PA | 0.7 |
|
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Penobscot Investment Management Company Inc
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|
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NY | 0.7 |
|
Investment Metrics LLC
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AZ | 0.7 |
|
Insight Wealth Partners LLC
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TX | 0.7 |
|
Charles Pratt & Company LLC
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NY | 0.7 |